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Paul Heldman active positions
Companies | Position | Start | End |
---|---|---|---|
Nephron Research LLC
![]() Nephron Research LLC Investment ManagersFinance Nephron Research LLC provides investment research. The private company is based in New York, NY. | Analyst-Equity | 01/07/2021 | - |
Career history of Paul Heldman
Former positions of Paul Heldman
Companies | Position | Start | End |
---|---|---|---|
Potomac Research Group Holdings LLC
![]() Potomac Research Group Holdings LLC Investment ManagersFinance Founded in 2008 by Suzanne Clark, Potomac Research Group Holdings LLC (PRG) is an investment research firm located in Washington, DC. The firm is a registered investment advisor in the District of Columbia and is a member of the Investorside Research Association. They provide policy and market analysis to institutional investors. PRG helps mutual funds, pension funds and hedge funds understand the impact of legislation and regulation on markets, industries and companies. | Analyst-Equity | - | - |
Schwab SoundView Capital Markets | Corporate Officer/Principal | - | - |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Analyst-Equity | - | - |
Training of Paul Heldman
Clark University | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Analyst-Equity | 3 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Potomac Research Group Holdings LLC
![]() Potomac Research Group Holdings LLC Investment ManagersFinance Founded in 2008 by Suzanne Clark, Potomac Research Group Holdings LLC (PRG) is an investment research firm located in Washington, DC. The firm is a registered investment advisor in the District of Columbia and is a member of the Investorside Research Association. They provide policy and market analysis to institutional investors. PRG helps mutual funds, pension funds and hedge funds understand the impact of legislation and regulation on markets, industries and companies. | Finance |
Schwab SoundView Capital Markets | Finance |
Nephron Research LLC
![]() Nephron Research LLC Investment ManagersFinance Nephron Research LLC provides investment research. The private company is based in New York, NY. | Finance |
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